DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO XSWX:HELN Holdings History

Number of Shares

307,135.00

CHF67.75 Mil

% of Portfolio

0.57%

Total Estimate Gain

CHF48.30 Mil

% of Total Estimate Gain

70.77%

DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO's Helvetia Holding AG Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 307,135.00 shares of Helvetia Holding AG(XSWX:HELN), totaling CHF67.75 Mil. This investment constitutes 0.57% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.58% of the outstanding Helvetia Holding AG(XSWX:HELN) stock.

The initial trade took place in 2021Q4. And since then DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO has made 4 purchases of XSWX:HELN, at an average price of CHF105.72, for a total of 645,552.00 shares. In addition, there have been 3 sales at an average price of CHF168.25 for 338,417.00 shares. Based on historical transaction data and XSWX:HELN's current price of CHF194.10, DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO's estimated gain on his XSWX:HELN holdings is CHF48.30 Mil, reflecting a 70.77% gain to date.

DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO XSWX:HELN (CHF194.10) Holding Chart

DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO XSWX:HELN (CHF194.10) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price CHF-/Share
Shares Sold	0	Average Price CHF-/Share
Current Price CHF0.00		Total Estimated Gain 0 %

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